See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,134 | $71,883-31.6% | $86,677-43.3% | $68,494-28.3% |
| Participation rate | 41.5% | 72.2%-30.8pp | 76.6%-35.1pp | 67.9%-26.4pp |
| Annual return | -19.03% | 3.52%-22.6pp | 35.91%-54.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,158 | $3,779+10.0% | $4,656-10.7% | $4,027+3.2% |
| Admin fee / account holder | $5,145 | $6,112-15.8% | $7,493-31.3% | $5,403-4.8% |